QUAI ADMINISTRATION SERVICES Salary
16 TESLA COURT INNOVATION WAY PETERBOROUGH PE2 6FL
TIN: 07584959
QUAI ADMINISTRATION SERVICES
Earnings on positions in QUAI ADMINISTRATION SERVICES
QUAI ADMINISTRATION SERVICES is looking for employees for positions:
pensions administrator
Working hours
- full-time | Permanent
Language
- english
Requirements
- A qualification in pension administration is desirable
- previous experience and knowledge of retail financial products is highly desirable
- excellent communication skills and the ability to liaise with employees across all levels
- ability to work within an extremely challenging and busy environment
- have a passion for providing excellent customer service to our clients and their investors
- highly organised, with the ability to prioritise workloads and have excellent attention to detail
- be flexible and a strong team player to collectively achieve deadlines
- have a positive and can do attitude
Responsibility
- processing and checking all aspects of product and investment administration, for SIPP, PP, ISA, GIA, LISA
- liaising with our clients via email regarding their investor’s accounts
- ensuring that all tasks are completed within SLA
- completion of all regular daily, weekly, and monthly tasks following a team checklist
- help to manage a very busy mailbox with queries from clients, Independent Financial Advisers, and Product Providers
- organisation of the daily post received and distributing of workload within the team
- ensuring that all team members receive regular and relevant feedback following the checking of their work
- assisting in the cross training of all team members